Attachments

Overview

Give teammates easy access to relevant documents by attaching files directly to your Wrike Tasks, Folders, or Projects. All attachments are displayed under the description field. By default, attachments are shown in a collapsed view and from there you can right click on an attachment icon to access the action-item menu 1.

To expand the attachment list: click the arrow icon 2 on the left-hand side of the attachment section. From there you can

  • Right click a file icon to access the action-item menu.
  • Select a file, then use the icons at the top of the attachment section to 3: add/remove files from review, download, edit, or delete files, and upload a new version of a file.
  • Hold Control on your keyboard and select multiple files to be able to interact with more than one file at one time. Use the icons at the top of the attachment section to: add/remove files from review, download, or delete files.

Use the Approval process to place files in review, read more about files in Approval process.

overview

Attach a File

  1. Open the Task, Folder, or Project where you would like to attach the file. If you are attaching a file to a Folder or Project: select the appropriate Folder or Project and then open the Folder or Project info panel 1
  2. In Chrome, Firefox and Safari browsers you can select the file you would like to attach and drag-and-drop it to the bottom of the Task, Folder, or Project where you would like to attach it (the area will turn green to indicate you can drop the file there) 2
  3. Alternatively, you can click “Attach files” 3 and select where you would like to attach a file from:
    • your computer
    • Google Drive
    • Dropbox
    • Box
    • OneDrive*
  4. Select your file and press “Ok” to upload it.
  5. Once the files are uploaded, they appear below the description field 4 and become available to the team members who are shared on the Task, Folder, or Project.

*All users can currently attach files from a personal Microsoft account. From Wrike Labs, you can also enable to option to attach files from a OneDrive for Business account.

Please note, if this is your first time attaching a file from Google Drive, Dropbox, Box, or OneDrive, you will be asked to sign in to that account first. Once the file is uploaded you (and others shared on the task) will be able to access up-to-date file versions.

attach-file

If attached files are .doc, .docx, .ppt, and .pptx formats you can preview them directly in Wrike via Box View, just click on a file and it will open in a preview view.

Edit Attached Files

Wrike’s Document Editor allows Windows and Mac users to easily edit files without having to download and reupload them. 

Before proceeding: the first time you click the edit attachment icon, you will be prompted to download and install Wrike’s Document Editor. The file editing option is available for all Microsoft Office or OpenOffice documents, Adobe Photoshop files, PDF files, and images files (PNG and JPEG).

Edit an attached file using Wrike’s Document Editor

  1. Open the Task, Folder, or Project with the attachments you would like to edit.
  2. Right click on the attachment 1 (located under the description field). 
  3. Select “Edit”. 2
  4. Your file opens in the default program for that file type.
  5. Edit your file as you normally would.
  6. When you save your document and close the window, a new version of your file is automatically uploaded to Wrike.

Please note, files that are uploaded from a cloud storage platform (such as Google Drive) can be edited using the storage platform’s own editing tools. To edit this type of file just click on the file attachment in Wrike and then begin editing the document.

edit-attachment

Locked Attachments

If you open an attachment in a compatible application, then it automatically becomes locked: a lock icon is added to the attachment in Wrike and the file cannot be opened by other users. The file becomes unlocked when it is closed or after four hours (even if the file is not closed).

You can force unlock an attachment by hovering over the attachment and clicking the unlock icon. Please note, if you force unlock an attachment and begin editing it a separate version of the file is uploaded to Wrike when each user closes their version of the attachment.

Compatible Applications

Windows:

  • MS Office 2007, 2010, 2013, and 2016
  • WordPad
  • Paint

Mac OS X:  

  • MS Office 2011 and 2016

If you open an attachment with non-compatible applications the lock feature does not work: multiple users will be able to open and edit file attachments. Each edited version of the attachment is uploaded to Wrike as a new version and will not include changes made by other users.

Upload a new version of the file

To help you collaborate with your team, Wrike keeps track of file versions. To upload a new file version from your computer:

  1. Open the Task, Folder, or Project with the attachments you would like to edit.
  2. Right click on the attachment (located under the description field). 1
  3. Select “Upload new version” 2 and choose the file you would like to upload. 
  4. Wrike automatically renames the file you are uploading to match the existing file’s name.
  5. The file is uploaded and Wrike starts keeping track of which file version you are on. 

Right click on an attachment and hover over “History” 3 to view previous file versions. You can click on a previous version to view it.

new-file-version

Create a Google Drive File from Wrike

To create a Google Drive file from Wrike:

  1. Open the Task, Folder, or Project where you would like to create and attach the file.
  2. Click on “Attach files”. 1
  3. Hover over “From Google Drive”. 2
  4. Select “Create new file”.* 3
  5. In the pop-up that appears 4 choose what type of file you would like to create: a document, spreadsheet, or presentation.
  6. Enter a name for your file and click “Create”. 5
  7. Your newly created document will appear as a new window.
  8. Add information to your file and close the window whenever you are ready.
  9. Your file is now attached to the Task, Folder, or Project which you created it from in Wrike. All users who have access to the Task, Folder, or Project will be able to access the file.

*Please note, if this is your first time adding or creating Google Drive files from Wrike you will be prompted to enter your Google Drive credentials and grant Wrike access to your Google Drive files.

If the Task, Folder, or Project where you create your Google Drive file is shared with someone who has a Google account, then your file is automatically shared with that person in Google Drive. To unshare the file, you’ll need to first unshare the current task in your Wrike workspace and then do the same in your Google account.

Download Attachments

To download individual attachments:

  1. Open the Task, Folder, or Project with the attachments you would like to edit.
  2. Right click on the attachment (located under the description field).
  3. Select “Download”.

To download all attachments:

  1. Open the Task, Folder, or Project with the attachments you would like to edit.
  2. Click the menu icon 1 on the right-hand side of the attachments section.
  3. Select “Download all”. 2

download-all

Delete Attachments

To delete individual attachments:

  1. Open the Task, Folder, or Project with the attachments you would like to edit.
  2. Right click on the attachment (located under the description field).
  3. Select “Delete”.

To delete all attachments:

  1. Open the Task, Folder, or Project with the attachments you would like to edit.
  2. Click the menu icon 1 on the right-hand side of the attachments section.
  3. Select “Delete all”. 2
  4. Click “Yes” to confirm that you would like to delete all attachments.

delete-all

Last updated on: 09/26/14